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Perrysburg, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amazon Llc | Rossford | OH | 07/2022 | Present |
| Stellantis | Toledo | OH | 06/2021 | 06/2022 |
| Ohio State University | Columbus | OH | 10/2018 | 04/2019 |
| Lowe's | Toledo | OH | 05/2018 | 08/2018 |
| Full-Time Education | Toledo | OH | 01/2015 | 05/2021 |
| Jda Tsg | Perrysburg | OH | 12/2025 | Present |
Sole owner and employee of AD JUAREZ LLC, a tax preparation business that primarily serves individuals currently. The business started in 2023 and 10 to 15 hours per week from late January to April 10th is what is required for the business. I have the primary responsibility for all duties of the firm which require about 5 hours a month throughout the year. The tax firm work can be performed outside of securities trading hours as most clients are virtual.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-12 |
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